See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,684 | $175,202-60.8% | $149,673-54.1% | $139,434-50.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.88% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,395 | $5,474-56.3% | $4,818-50.3% | $4,751-49.6% |
| Participant deferral / active EE | $6,329 | $6,519-2.9% | $5,680+11.4% | $6,710-5.7% |
| Admin fee / account holder | $1,720 | $16,150-89.4% | $13,210-87.0% | $11,403-84.9% |